Agency Elephant + Circle Integrations, Built by an AI Agent
Put Agency Elephant + Circle to work with AI and enterprise-grade automation
Learn more about Agency Elephant integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between Agency Elephant and Circle
See the kind of workflows teams build with Agency Elephant and Circle below — describe the exact one you want above and the Agent builds it on demand.
Agency Elephant + Circle
When a lead is moved in Agency Elephant, update member permissions in Circle.
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Celebrate closed deals in team channels
When a deal is marked as won in Agency Elephant, automatically send a celebration message to your team channel in Circle.
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Alert sales reps to new incoming leads
When a new lead is created in Agency Elephant, send a direct message in Circle to assign and notify the responsible salesperson.
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Log team discussions into CRM contact histories
When a new message is posted in Circle, automatically log the details as an activity against the contact record in Agency Elephant.
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Browse the full workflow library →
Looking to achieve something else with Agency Elephant and Circle?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Agency Elephant and Circle
Everything Agency Elephant and Circle can do inside a workflow — the triggers that start one and the actions that run when it fires.
Agency Elephant Explore Agency Elephant →
An automated customer relationship management and messaging platform built specifically for insurance agents and agencies.
TriggersTriggers when a Pipeline Status is added or removed from a Lead.
Triggers when a Tag is added or removed from a Lead.
Triggers when a Lead is copied or moved to Group.
Triggers when a new Group is created.
Triggers when a new Lead is added to a Group.
Add or remove a pipeline status from Lead
Add or remove a tag from Lead
Copy or move a Lead to group
Create a new lead, or updates an existing lead.
Circle Explore Circle →
Circle is a community platform for creators and brands that provides member discussions, events, course hosting, and client tracking.
TriggersTriggers when a member is removed from the community.
Triggers when a flagged content is approved
Triggers when a flagged content is rejected
Triggers when an access group is created.
Triggers when a new space is created.
Triggers when a new comment is posted.
Add a member to an access group.
Add a new member to a space group and all its spaces.
Add a member to a space.
Create a new comment.
Creates a new contact in your community
Creates a new lesson in a course.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Communication apps on Knit
Explore more Communication integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
360dialog
360dialog is an enterprise messaging platform that provides API access to the WhatsApp Business platform for customer communications.
Acquire
A unified customer engagement software that provides live chat, co-browsing, video calls, and messaging tools for support teams.
B2Chat
B2Chat is a multi-channel messaging platform that consolidates customer conversations from live chat and instant messaging into one platform.
Bettermode
An all-in-one customer community platform that enables brands to build interactive online forums and user communities.
BirdSeed
BirdSeed is an interactive website widget offering live chat, scheduled callbacks, contact forms, and knowledge base access.
Bundeling
A private communication and networking platform that connects members within communities, sports clubs, and business organizations.
Carbon Voice
Carbon Voice is a voice messaging and team communication app designed for sending asynchronous voice notes and text messages.
Chatra
A live chat and messaging software designed for businesses to communicate with website visitors and customers.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Agency Elephant + Circle
Is there a pre-built Agency Elephant + Circle automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Agency Elephant and Circle's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Agency Elephant or Circle connector?
No. The Agent works whether or not Agency Elephant or Circle already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Circle to Agency Elephant help sales teams close deals faster?
Sales reps receive instant channel updates in Circle whenever high-value leads or deal status changes occur in Agency Elephant, allowing rapid team collaboration.
Can chat conversations be tracked in customer profiles?
Yes, important conversations or messages posted in Circle can be automatically logged as activity notes in Agency Elephant.